MARKETING & SALES

Goals Sales Enablement & Performance Tracking Platform, Let's Drive Sales

A customer relationship management (CRM) system helps businesses to nurture customer relationships, streamline operations, and drive revenue growth. It represents a strategic framework for managing interactions with present and future customers alike. Today, the company stands at a pivotal moment. The Goal is a one-stop destination for all customer needs.

Industry

Marketing & Sales

Team

4 Members

Duration

9 Months

Launched

2022

Country

USA

Rating

5 Star

Sales Enablement & Performance Tracking Platform

About The Project

Project Overview

Goals is a comprehensive customer relationship management system that is designed to simplify managing a business sales team, streamline their sales operations, and boost revenue. It delivers effective tools to resolve the issues of the complexity of sales processes and the necessity for firms to manage their sales teams smoothly and effectively.

This effective software platform offers sales staff management, insightful feedback and performance tracking to enhance their skills. Through streamlined sales processes, it centralizes deal management, customer interactions, ROI, and bonuses, creating a harmonious working environment.

By delivering reporting and forecasting features, the software helps sales managers make informed decisions and pinpoint areas for enhancement. Leveraging custom software development helps to cater to the unique requirements of each business and its sales teams. Additionally, it enables seamless management of manager and sales representative roles from the managerial dashboard, allowing managers to invite their team members to collaborate in the sales process.

Leads can be assigned to a sales professional for follow-up and Sales and customers can be tracked.

Various features like sales management software and goals streamline businesses increase their sales efficiency, enhance customer satisfaction, and drive revenue growth.

Key Phases

Breaking down the project on these 3 main key phases & further in weekly modules to get the project on track and accountable.

Planning and Analysis

Requirement Gathering
User Research
Information Architecture
Wireframing and Prototyping
Technology Stack Selection

Design and Development

UX/UI Design
Front-End Development
Back-End Development
API Development
Testing

Deployment and Maintenance

Deployment
Monitoring and Security
Continuous Improvement
Maintenance and Support

Challenges we had

The Problem

Designing customer relationships management software like Goals, which includes dashboard insights, team building, lead management, a chat module, commissions, bonuses, contests, and highlights, can be a difficult task. Among the difficulties that developers encounter are:

Importing existing data to the platformOne of the biggest challenges is to have the old data migrated to the new platform. Since the users might have their existing data in some other CSV files or another sales management system, they will need a way to have their data in the Goals platform.

Ensuring data security Sales management software deals with sales data and sensitive customers, so ensuring data security is very essential. The software needs to have robust security measures in place to protect against cyber-attacks and data breaches.

Designing a user-friendly interface The software needs to have a user-friendly interface that is easy to navigate, especially for sales reps who are constantly on the go. The design needs to be visually appealing and intuitive to encourage adoption by the sales team.

Balancing customization with simplicitySales teams have unique workflows and processes, so the software needs to be customizable to meet their specific needs.

Ensuring scalability Cope up with the evolving software development trends to be able to handle increasing amounts of data and users as the business grows. The developers need to design the software with scalability in mind to avoid performance issues in the future.

See what we solved

The Solution

Developers have to balance customization with simplicity, design a user-friendly interface, ensure data security and ensure scalability to meet the needs of businesses of all sizes. Importing existing data to the platform

Importing existing data to the platformAs the users will have to have a way to import their data from another system to Goals why import data feature comes into the picture. It helps the users to import all previous platform data to the new system easily.

Ensuring data securityThe system has incorporated security measures to keep the data safe and stored without being at risk to safeguard the users’ data and the data kept in the system.

Designing a user-friendly interfaceFor the sales team to be more likely to accept it, the design must be user-friendly and visually appealing. For everything to be visible to users and easily accessible, we precisely followed that advice and kept the UI and UX as minimal as possible.

Balancing customization with simplicityToo much customization can lead to complexity and confusion, so striking a balance between customization and simplicity is essential. The Goals is a perfectly balanced platform for users to have their sales in balance.

Ensuring scalabilityIncreased system capacity, usually through replication, and performance optimization of system components are the two main software development methods that we have accomplished scalability.

Final Milestone

The Result

To summarize, developing sales management software with such a high range of features requires a deep understanding of the challenges faced by sales teams and the sales process. An admin panel is a crucial component of any sales management software like Goals, as it allows administrators to manage the software, user accounts, and system settings. The goals admin panel can manage users' accounts, help chat feature, and an option to live chat so the user can communicate in real-time with the system’s admin.

This includes advanced customer service management (chat/email) features that allow businesses to track customer issues and support tickets, provide self-service support options, and respond to inquiries promptly. These features can help businesses provide better customer service and improve customer satisfaction.

The main aim of creating Goals is to be accessible from any device, including, laptops, desktops, tablets, and smartphones. This feature allows businesses to manage their customer relationships from anywhere, at any time and ensures that critical customer data is always accessible.

Technology Stack

The tech stack used to construct this CRM system comprises HTML, Tailwind CSS, React for frontend development, Laravel (PHP) for the backend, and MySQL for data administration. This collaboration gives a wide range of help, speed, and smooth connection. The user interface is built using HTML, CSS, and JS, while Laravel provides backend functionality and MySQL enables consistent data storage and retrieval. React provides a better user experience.

HTML5

Tailwind CSS

React

Node

Swift

kotlin

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